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Vantage Financial Partners (Wisconsin)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,216
Closed -$315K – 202
2024
Q3 		$315K Sell
2,216
-1,368
-38% -$185K 0.08% 138
2024
Q2 		$456K Buy
3,584
+80
+2% +$10.3K 0.12% 93
2024
Q1 		$460K Sell
3,504
-121
-3% -$15.2K 0.12% 86
2023
Q4 		$453K Buy
+3,625
New +$426K 0.13% 76

Other funds holding SDY

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s SDY Position: Q4 2024 in Review

Vantage Financial Partners (Wisconsin) sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 2,216 shares — an estimated $315K sold.

Vantage Financial Partners (Wisconsin) first reported a position in SDY in Q4 2023 and held it in 4 quarters. The position peaked at $460K in Q1 2024. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

  • Vantage Financial Partners (Wisconsin) reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 2,216 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $315K.
  • Vantage Financial Partners (Wisconsin) first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and held it in 4 quarters.
  • Vantage Financial Partners (Wisconsin)'s State Street SPDR S&P Dividend ETF position peaked at $460K in Q1 2024.
  • 1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2024, filed 6 Feb 2025.